Managing a successful influencer program means staying organized from first outreach to final deliverable. This toolkit walks you through how to use Klear’s campaign management tools to activate creators, centralize communication, and maintain strong relationships across every stage of your campaign.
Step 1: Create a Campaign
Start by creating a campaign in Klear. This will be the command center for organizing contacts, tracking progress, and keeping your team aligned.
📺 Watch: How to Set Up a Campaign
🔗 Step-By-Step Guide: Creating a Campaign
📺 Watch: How to Set Up a Campaign Brief
🔗 Step-By-Step Guide: Creating a Campaign Brief
Step 2: Add Influencers to Your Campaign
Add influencers to a campaign, collaborate on creator selection with your team, and manage influencer contact information in your campaign.
📺 Watch: How to Activate a Campaign
Step 3: Collaborate Within a Team (optional)
Great campaigns are team efforts. Give the right people visibility into who’s doing what, and when.
📺 Watch: How to Collaborate in a Team on Campaigns
🔗 Step-By-Step Guide: Collaborating on Campaigns
Step 4: Invite Influencers to Collaborate
Use the Connect tab to invite influencers to your campaign, share your creative brief, and confirm key deliverables. Keep conversations organized in one inbox so your whole teams stays in sync.
📺 Watch: How to Communicate with Influencers Using the Centralized Connect Inbox
🔗 Step-By-Step Guides:
- Using Connect to Message Influencers
- Creating and Inviting Influencers Using Campaign Briefs
- Collecting and Managing Influencer Information
- Creating, Editing, and Managing Deliverables
Step 5: Manage Your Relationships
Use Klear’s contact management tools to organize every creator you work with across campaigns, so you can nurture stronger relationships and build lasting partnerships.
📺 Watch: How to Manage Your Tagged Influencers
🔗 Step-By-Step Guide: Managing Your Influencer Network
📚 Looking for More Training?
We recommend the following courses to further your Klear learning: